Skip to content
Disclosery

AE Wealth Management LLC: IYH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AE Wealth Management LLC on IYH, newest first. How the timeline and the estimate are built.

AE Wealth Management LLC held 1,388 IYH shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,388 shares
    Change vs previous 13F -1,000 shares

    <0.01% of the 13F portfolio, value $93,063.

    13F-HR 0001697723-26-000007 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,388 shares
    Change vs previous 13F -89,526 shares

    <0.01% of the 13F portfolio, value $147,193.

    13F-HR 0001697723-26-000006 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 91,914 shares
    Change vs previous 13F +90,916 shares

    0.03% of the 13F portfolio, value $5,983,602.

    13F-HR 0001697723-26-000001 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 998 shares
    Change vs previous 13F -280 shares

    <0.01% of the 13F portfolio, value $58,612.

    13F-HR 0001697723-25-000007 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 1,278 shares
    Change vs previous 13F -70 shares

    <0.01% of the 13F portfolio, value $72,177.

    13F-HR 0001697723-25-000004 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 1,348 shares
    Change vs previous 13F -12 shares

    <0.01% of the 13F portfolio, value $82,062.

    13F-HR 0001697723-25-000003 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 1,360 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $79,261.

    13F-HR 0001697723-25-000001 filed by AE Wealth Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).